| EVRG |
Report |
2Q26 adjusted EPS |
BEAT |
pred ~$0.78 vs. cons $0.76 |
MEDIUM |
| EVRG |
Report |
2Q26 operating revenue |
BEAT |
pred ~$1.74B vs. cons $1.71B |
LOW |
| EVRG |
Report |
2Q26 weather-normalized retail-load growth |
BEAT |
pred ~4.5% vs. cons 3.6% |
MEDIUM |
| EVRG |
Guide |
FY2026 adjusted EPS guidance |
UNCHANGED |
guide $4.14-$4.34 vs. cons $4.25 (FY2026) |
HIGH |
| EVRG |
Guide |
FY2026 retail-load-growth outlook |
UNCHANGED |
guide 3.0%-4.0% vs. cons 3.5% (FY2026) |
MEDIUM |
| EVRG |
Guide |
2026-2030 capital-investment plan |
UNCHANGED |
guide ~$21.8B vs. cons ~$21.8B (2026-2030) |
MEDIUM |
| EVRG |
Guide |
Additional large-load ESA expectation |
UNCHANGED |
guide at least 1 ESA vs. cons 1 ESA (FY2026) |
MEDIUM |
| EVRG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| EVRG |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A ~$0.78 EPS result versus $0.76 consensus and ~4.5% normalized-load growth versus 3.6% should support an initial positive reaction, but unchanged $4.14-$4.34 FY2026 EPS guidance versus $4.25 consensus leaves no out-period estimate reset. With the data-center/load-growth thesis already well understood, the initial ~1.5% residual move is likely to fade toward ~0.5% over five days absent a new ESA or incremental capital-plan upside. |
MEDIUM |